FMI

F/M Investments Portfolio holdings

AUM $2.59B
1-Year Est. Return 23.6%
This Quarter Est. Return
1 Year Est. Return
+23.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$61.7M
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$4.14M
2
+$2.41M
3
+$2.37M
4
DDOG icon
Datadog
DDOG
+$2.06M
5
NVDA icon
NVIDIA
NVDA
+$1.88M

Top Sells

1
+$4.13M
2
+$4.08M
3
+$3.46M
4
PTON icon
Peloton Interactive
PTON
+$3.37M
5
XYZ
Block Inc
XYZ
+$3.22M

Sector Composition

1 Technology 45.35%
2 Consumer Discretionary 10.89%
3 Financials 10.76%
4 Healthcare 8.48%
5 Industrials 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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85
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88
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-16,415
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